Simple Form Filling
Our PDF Mapper lets you upload any PDF form and connect the fields to your own PreciseFP template.
Your clients work in a secure, familiar environment, and we automatically fill in the underlying PDF form.
See how we compare against other form filling tools in the market 1
|Enhanced Forms and Client Interface|
|Financial Planning Tool Integrations|
|Client Audit Trail|
|Custodian Account Opening|
|Customizable Service Agreements|
|Cost (per year)||$720||$499||$540||$???*|
1 The information contained within this chart was based on publicly-available information. If you know any of the information to be inaccurate or out of date, please let us know. We strongly recommend that you conduct your own due diligence before selecting any solution.
Additional charges apply. Price not provided by vendor.